We are here to help!

We will give $200 to your favorite charity if we can't beat your 401k fees AND fund ratings!

Or...

We'll show you how you can provide your 401k plan participants with lower fees and higher rated funds. 

Either way, someone wins! Other than a small bit of your time, you have nothing to lose.

This offer runs through the end of May, so please take advantage of it now!

 
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The process is quite simple

  1. Call Rob at (608) 210-1404 or complete the form below.
  2. We'll schedule a short introductory chat or meeting. (Usually 20 minutes)
  3. You provide us with some simple forms from your plan that allow us to assess your fees and funds.
  4. We let you know how your current plan compares to plans from industry leading providers.

Let's get started - 

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Before joining us, these clients were paying 70% MORE in fees.

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And... most of their funds were not above average.

Details - Donation will be made if your current fees are not at least 40% greater than our best alternative OR if your current fund ratings are better than our fund ratings. Fund ratings are based on Morningstar Star Ratings and will be judged based on the lowest rated fund. In the case of a tie, we will make the donation. Charities must be 501(c)(3) non-profit organizations. We are not able to donate directly to your company even if it falls into that category and owners/executives cannot receive financial compensation from the organization in question. We reserve the right to make final determinations of suitability of charities selected but will not discriminate for reasons other than financial conflicts.